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Julina Ogilvie, CIMA(R), CPWA(R) Partner Wealth Advisor Julina manages wealth for high-net-worth individuals and families at Principle Wealth Partners based in Connecticut. Prior to joining Principle Wealth Partners, she held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co. In these roles, she used her extensive knowledge of the capital markets to educate the country's top advisors. Julina is an accomplished speaker and strategist who has presented wealth management concepts to thousands of financial professionals and clients. She has been recognized for her outstanding achievements and serves as a mentor for young women entering the business. With a passion for financial literacy she created a podcast, Women on Wealth, to empower women on financial concepts. Julina resides in Fairfield, CT with her husband Doug, their daughters Kaylin and Sidney, and two dogs Mudd and Sierra. She currently sits on the Ethics Board of the Investments & Wealth Institute, serves as VP of Finance at the Westport Women's Club, and serves on the Board of Directors for River House in Cos Cob, CT. Julina is 104 Money Confident Girls an avid skier and triathlete who qualified for the USA Triathlon Age Group National Championships in 2022 and 2023, and the Ironman World Championship in 2024. Education & Certifications: Colgate University Certified Investment Management Analyst(R) Certified Private Wealth Advisor(R)
"""With the rising cost of living in the modern world, financial literacy has become paramount for everyone. Introducing it to girls at a young age prepares them to be financially independent and helps them pursue a life of success and fulfillment. Money Confident Girls is a comprehensive handbook on money management that parents can use to reinforce understanding the value of money in girls at a young age. Drawing upon her years of experience in wealth management working for firms such as J.P. Morgan and Principle Wealth Partners, Julina Ogilvie offers readers keen insights and advice to teach young girls the fundamentals of finance, including earnings, spending, savings, and investment. This book will teach you about negotiating wages, navigating debt, savings, compound interest, taking financial precautions, developing positive habits, adhering to a budget, stock ownership, managing an allowance, and much more. Money Confident Girls is a thorough guide to finding financial freedom. Julina Ogilvie offers parents an applicable framework to teach girls the basics of money management to help them prepare for a life with financial security and freedom. In this book, Ogilvie emphasizes the importance of women in STEM fields and provides practical tips to help young women learn how to develop and grow their financial acumen. The author recounts anecdotes from her own life and those of other successful women to ensure readers can easily understand and grasp the topic. This is one of the most well-researched and informative books on money management I've read this year. I highly recommend parents introduce it to their children."" Pikasho Deka, Reader's Digest ""So often when we think about finance in our society, we don't take into account the importance of arming girls with the essential skills needed to achieve financial independence. Julina's approach of using age-appropriate tips and strategies interwoven with personal stories makes this the perfect guide to empower girls to handle their finances with confidence. As the mother of two girls myself, I feel this book is an essential tool for all parents of girls."" Pam Keough, President & Chief Executive Officer at Make A Wish Foundation of Connecticut, Inc."
